Stephen Simionato

Experience

• 

  Savvy

  Mar 2014 - Dec 2015

  Finance Consultant

  Utilised an extensive lender panel to organise finance for individuals and businesses, whilst maintaining excellent customer service standards. Knowledge of lending criteria and requirements for all finance products available from several lenders as well as ensuring that all applications submitted meet the required criteria. Interpreted many inter and external policies, legislation and procedures relevant to my work practices. Communicated with internal and external stakeholders of the firm including financial institutions and insurance companies; broker support, credit analysts, settlements officers, state managers and underwriters, in order to negotiate on the best solution for the clients’ needs. Providing general advice and issuing insurance products and warranties from an extensive panel of insurance and warranty companies. Thorough understanding of the insurance and warranty coverage as well as the underwriting criteria Assisted in the development of junior staff members by supporting and training in explaining sales explaining sales strategies, application requirements, insurance and warranty coverage and criteria, as well as other information.Ensured accurate completion of team and business goals within timeframes and quality requirements. Show less

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  Funding Options - AUS

  Dec 2015 - Sept 2017

  Finance Consultant

  As of December 2015 Stephen commenced at Funding Options as a Finance Consultant, specifically as a Mortgage Broker. It is a role in which many different skills are required to succeed, including the ability to meet monthly sales targets and build client relationships. Having strong knowledge of lender and insurance provider obligations, and an ability to prioritise tasks in a high-pressure environment has allowed Stephen to excel in his current role. Equally important, has been an ability to maintain positive relationships with clients, colleagues, as well as third party stakeholders. Show less

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  People's Choice Credit Union

  Sept 2017 - now

  As of September 2017 I commenced at Peoples Choice Credit Union as a Relationship Consultant, building on the knowledge and experience I had obtained in my previous role at Funding Options. It is a role in which many different skills are required to succeed, including identifying the needs of members first and foremost, nurturing relationships with members, identifying opportunities for further products and delivering on a promise of excellent service. Having strong knowledge of Credit Union processes and an ability to prioritise tasks in a high-pressure environment has allowed me to develop my skillset in this role. Equally important, has been an ability to maintain positive relationships with members, a plethora of departments and branches. Show less

  • Mobile Home Loan Adviser

    May 2021 - now

  • Home Loan Specialist

    Nov 2019 - May 2021

  • Relationship Consultant

    Sept 2017 - Nov 2019